Broker Sync

Overview#

Trade Echo integrates with a secure broker-connection partner for broker sync. Connect your brokerage account to automatically import trades into your Trade Journal.

Note: broker connections for Copy Trading are managed separately inside Copy Trading (see the Copy Trading docs) - journal sync and copy trading connections are not the same thing.

How to connect#

Go to Profile > Broker Sync
Select your broker from the supported list
Follow the prompts to authorize the connection
Trades will sync automatically after connection

Automatic trade import#

Once connected, trades from your brokerage account are imported into Trade Echo. You can view them in the Trade Journal and use them for performance analysis.

Supported brokers#

Our connection partner supports many major US brokers. Check the Broker Sync section in your Profile for the current list of supported brokerages.

Troubleshooting#

Trades aren't syncing?

Check your connection status in Profile > Broker Sync
Ensure the connection is active and not expired
Try disconnecting and reconnecting your broker
Some brokers may require re-authorization periodically

Reconnect if needed

If your connection has lapsed, go to Profile > Broker Sync and reconnect. You may need to re-enter your broker credentials.

Manual trade entry#

If broker sync is not available or you prefer to log trades manually:

Use the Add Trade button in the Trade Journal
You can also upload trades via CSV or Excel for bulk import